Adam Talbert

Experience

1. Lpl Financial Planner at Byron Wealth Management

   Byron Bank

   Aug 2023 — Present · Byron, IL, US

   At Byron Wealth Management, our goal is to make a difference – for you, your family, and your future. We will help you sift through the many options available to create a plan aligned and customized to your needs and goals. Your Byron Wealth Management Consultant is positioned to offer you practical and personalized guidance, and access to a full range of financial options. We are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy. We serve our clients in the following areas:Financial Planning Services-Retirement Planning-Estate Planning-College Savings Planning-Life Insurance and Long-Term Care PlanningProduct and Services-Advisory Accounts-Brokerage Accounts-Traditional IRA’s-Roth IRA’s-SEP IRA-Simple IRA-529 College Savings Plan-Variable Annuities-Fixed and Fixed Indexed Annuities-Bonds-Common Stock-Life Insurance-Long-Term Care Insurance-401 (k), 403 (b), and 457 plansSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Byron Bank and Byron Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Byron Wealth Management, and may also be employees of Byron Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Byron Bank or Byron Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, Not Bank Deposits or Obligations, May Lose Value.

Education

• Gies College of Business - University of Illinois Urbana-Champaign

  Finance, Investments

  1992 — 1996

• Freeport Aquin High School

  Graduate

  1989 — 1992

Skills

• Commercial Banking
• Wealth Management Services
• Sales
• Finance
• Portfolio Management
• Loans
• Wealth Management
• Investments
• Strategic Financial Planning
• Relationship Management
• Leadership
• Customer Service
• Cash Management
• Credit Analysis
• Asset Management
• Retirement Planning
• Estate Planning
• Management
• Team Building
• Financial Planning
• Mortgage Lending
• Commercial Lending
• Banking
• Mutual Funds
• Risk Management
• Financial Analysis
• Financial Services
• Credit
• Financial Modeling
• Underwriting
• Small Business Lending
• Strategic Planning
• Insurance